Building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning. Julie Keyes, a well-known, award winning CEPA has many years of collaboration experience and is going to share her best practices and secrets of success with you in how she has not only built her team over the years, but how her team has helped her build her practice. You’ll leave this session with actionable steps to build your own collaborative dream team for the benefit of everyone involved.
Learning Objectives:
- Learn best practices in choosing right-fit team members to work with
- Learn how to build a strong network for the benefit of your client and you
- Identify situations where specialized advisors are necessary
- Learn how to establish a collaboration process by working case studies of real client situations
- Learn best practices in giving and receiving great referrals
Event Details
Who Should Attend?
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Professional Advisors
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Business Consultants
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Meet Julie Keyes, CEPA:
KeyeStrategies is an advisory and public speaking firm, providing exit planning education and consulting to business owners of many sizes and types.
Julie Keyes is a national speaker, teacher and Certified Exit Planner. As a life-long entrepreneur, and faculty member for the Exit Planning Institute, she brings an uncommon set of skills and talent to every speaking and consulting engagement. Her mission with every client or audience is to unpack the mystery of Exit Planning, explain the process and provide a road map for succession. Her speaking engagements bring her across the country delivering her expertise to owner and adviser groups alike.